Valeo Financial Advisors’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
2,545
+328
| +15% | +$46K | 0.01% | 521 |
|
|
2025
Q1 | $290K | Buy |
2,217
+85
| +4% | +$11.1K | 0.01% | 538 |
|
|
2024
Q4 | $280K | Buy |
2,132
+168
| +9% | +$22.1K | 0.01% | 552 |
|
|
2024
Q3 | $244K | Buy |
+1,964
| New | +$244K | 0.01% | 587 |
|
|
2021
Q1 | – | Sell |
-89
| Closed | -$6K | – | 1935 |
|
|
2020
Q4 | $6K | Buy |
+89
| New | +$6K | ﹤0.01% | 1289 |
|
|
2020
Q3 | – | Sell |
-642
| Closed | -$29K | – | 1608 |
|
|
2020
Q2 | $29K | Buy |
642
+169
| +36% | +$7.63K | ﹤0.01% | 878 |
|
|
2020
Q1 | $21K | Sell |
473
-286
| -38% | -$12.7K | ﹤0.01% | 846 |
|
|
2019
Q4 | $47K | Buy |
759
+295
| +64% | +$18.3K | ﹤0.01% | 663 |
|
|
2019
Q3 | $25K | Buy |
464
+22
| +5% | +$1.19K | ﹤0.01% | 775 |
|
|
2019
Q2 | $23K | Sell |
442
-52
| -11% | -$2.71K | ﹤0.01% | 801 |
|
|
2019
Q1 | $24K | Hold |
494
| – | – | ﹤0.01% | 719 |
|
|
2018
Q4 | $20K | Buy |
494
+15
| +3% | +$607 | ﹤0.01% | 699 |
|
|
2018
Q3 | $19K | Hold |
479
| – | – | ﹤0.01% | 776 |
|
|
2018
Q2 | $23K | Sell |
479
-274
| -36% | -$13.2K | ﹤0.01% | 716 |
|
|
2018
Q1 | $36K | Buy |
753
+319
| +74% | +$15.3K | 0.01% | 557 |
|
|
2017
Q4 | $19K | Buy |
434
+110
| +34% | +$4.82K | ﹤0.01% | 679 |
|
|
2017
Q3 | $12K | Buy |
+324
| New | +$12K | ﹤0.01% | 647 |
|